aapl
Latest Positions: Trillionaires, and Biotech 3.0
Here's part II of our Latest Positions. We're talking AAPL, GOOG, AMZN, and META + TMDX and PFE
aapl
Nvidia Is Much More Than A Chipmaker, It's A Platform
Here's How The Nvidia Platform Will Propel The Company To Be The Apple Of The AI Revolution
All
Google Is All You Need, Or: The OG AI Company
Google is tied for second (with Meta (META) and Tesla (TSLA)) in our AI Strategy Framework with an AI Rating of 8.1/10. We think Google’s holistic approach, unique platform, vertical integration, massive scale, and deep history and experience with AI will propel the company’s next leg of growth.